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LRI Investments, LLC

Position in VRT — Vertiv Holdings Co

CIK 2023325 PALM BEACH GARDENS, FL

Position in VRT

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$142,297
+$56,098 QoQ
Shares Held
425
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,793
of 2,035 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VRT Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

LRI Investments, LLC holds $487,648 across 12 Electrical Equipment & Parts names. VRT ranks #1 (29.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRT
Vertiv Holdings Co
This page
425 $142,297

All Filings in VRT

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $142,297 425
2026-03-31 $86,199 344
2025-12-31 $47,306 292
2025-09-30 $56,119 372
2025-06-30 $59,838 466
2025-03-31 $30,612 424
2024-12-31 $81,799 720
2024-09-30 $87,451 879
2024-06-30 $195,128 2,254